Client Service

Meet our client service team who works directly with you throughout your relationship with Modera.

Alicia Powers

Senior Client Service Specialist
Modera-Wealth-Philadelphia-Andrea-Fitzgerald-1200px

Andrea Fitzgerald

Client Service Specialist

Ashley Santos

Senior Client Service Specialist

Blake Willis

Client Service Specialist

Bobbie Rogers

Administrative Assistant
Modera-Wealth-New-Jersey-Carol-Brigante-1200px

Carol Brigante

Client Service Specialist

Carol Johnson

Client Service Specialist

Catherine Mills

Administrative Assistant

Christian Chavez-Alvarez

Client Service Specialist
Modera-Wealth-New-Jersey-Christina-Carbaugh-1200px

Christina Marshall

Client Service Specialist

Dan Sciarretta

Director of Client Service

Debra Ray

Administrative Assistant

Diana Lormand

Senior Client Service Specialist

Doreth Goodall

Client Service Specialist
Modera-Wealth-Philadelphia-Elizabeth-Gavin-1200px

Elizabeth L. Gavin

Senior Client Service Specialist

Evan L. McCullers

Client Service Specialist
Modera-Wealth-New-Jersey-Heather-Govic-1200px

Heather Govic

Client Service Specialist

Jami Schultz

Client Service Specialist

Janine Bitz

Client Service Specialist

Juliet Botescu

Client Service Specialist

Kalei Ensley

Client Service Specialist

Karizma Harris

Client Service Specialist
Modera-Wealth-New-Jersey-Kathleen-Scala-1200px

Kathleen M. Scala

Client Service Manager

Lauren Morgan

Senior Client Service Specialist
Modera-Wealth-New-Jersey-Lauren-Schwartz-1200px

Lauren Schwartz

Senior Client Service Specialist

Lesley Haber

Client Operations Associate

Lisa Andrea

Client Service Associate
Modera-Wealth-Boston-Lorraine-Mohan-1200px

Lorraine Mohan

Senior Client Service Specialist

Marisa Palestino

Client Service Specialist

Mary Ellen Davis

Senior Client Service Specialist
Modera-Wealth-Philadelphia-Matthew-Wittenstein-1200px

Matthew Wittenstein

Senior Client Service Specialist

Mina Amjadi

Senior Client Service Specialist

Misty Cardone

Client Service Manager

Mutazz Muhammad

Client Service Associate

Owen Hunter

Client Service Specialist

Rachel Helms

Client Service Specialist

Rebecca Millsapps

Senior Client Service Specialist

Rebecca Rathbone

Client Service Associate
Modera-Wealth-Florida-Robin-Townshend-1200px

Robin Townshend

Senior Client Service Specialist

Salome A. Rose

Client Service Specialist

Sam Wise

Client Service Specialist

Samantha Cruzado

Client Service Associate
Modera-Wealth-Florida-Sandy-Patrick-1200px

Sandy Patrick

Senior Client Service Specialist

Sara Valverde

Administrative Assistant

Savannah Liptak

Research Assistant

Shardae Jobson

Administrative Assistant

Sherry Wells

Senior Client Service Specialist
Modera-Wealth-Philadelphia-Suzanne-Malik-1200px

Suzanne Malik

Senior Client Service Specialist

Tania Moses

Administrative Assistant

Taylor Nunez

Administrative Assistant

Tracy Kessinger

Client Service Associate

Veronique Bailey

Administrative Assistant

Wendy Stokes

Senior Client Service Specialist

Other roles